See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,662 | $109,881-25.7% | $150,045-45.6% | $84,808-3.7% |
| Participation rate | 79.7% | 76.1%+3.6pp | 82.3%-2.7pp | 68.3%+11.3pp |
| Annual return | 12.50% | 28.25%-15.7pp | 62.55%-50.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,562 | $3,561-28.1% | $4,693-45.4% | $2,631-2.6% |
| Participant deferral / active EE | $5,911 | $6,636-10.9% | $7,997-26.1% | $4,212+40.4% |
| Admin fee / account holder | $24,684 | $8,568+188.1% | $13,435+83.7% | $7,344+236.1% |